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Bob provides tax compliance and planning strategies to businesses and individuals, concentrating on issues related to gift and estate planning, trust administration, individual taxation, and wealth preservation.
Niagara University, Bachelor of Business Administration, Accounting, Magna Cum Laude
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Financial Planning Counselors of Western New York, Board Member
Estate Analysts of Western New York, Member
Mount St. Mary's Hospital Foundation, Lewiston, NY, Treasurer
Mount St. Mary's Hospital Board of Associates, Lewiston, NY, Treasurer, Past Chairman
Community Foundation for Greater Buffalo, Professional Advisor Council
Association for a Buffalo Presidential Center, former Board Member
Niagara University, Alumni Association Western New York Chapter Leader
PUCCS Charitable Fund, former Board Member
For art collectors, it's critical that their estate plans address their collections separately from other types of assets. That's because there are special appraisal and documentation rules for art. Collectors also need to decide whether they want to sell, bequest or donate their collection. Donating can be an effective way to reduce capital gains and estate taxes.
If you haven't already named a guardian for your minor children, the COVID-19 pandemic may spur you to act. Should you and your spouse die or become incapacitated, you don't want to leave the decision up to a court. And what if you're seeking to become the guardian of a child?
On April 9, 2020, the IRS issued Notice 2020-23, which contains expanded relief for those tax forms and other filings that are postponed as was originally announced last month.
AuditWatch University Level 6: Developing the Executive Within develops individuals who consistently interact and manage at the executive level.
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TaxWatch Level 2 provides learning opportunities on intermediate corporate, individual, and other entity type tax topics.
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